+897.3%
AVGO vs RKLB
+531.1%
+366.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.0% | -0.8% | -4.0% |
| 7D | +18.2% | +15.9% | +2.2% | +15.1% |
| 30D | +0.2% | +4.0% | -3.8% | -0.7% |
| 3M | -16.8% | -23.2% | +6.4% | -13.3% |
| 6M | -16.5% | -50.4% | +34.0% | -7.9% |
| YTD | +0.8% | -11.8% | +12.6% | -2.1% |
| 1Y | +2.8% | +36.0% | -33.2% | -8.2% |
| 3Y | +278.5% | +1,321.0% | -1,042.5% | +118.0% |
| 5Y | +573.1% | +328.2% | +244.9% | +314.6% |
| All | +897.3% | +531.1% | +366.2% | +464.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RKLB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling